Testimonials

“The firm’s value goes beyond the transaction. Their expertise and practical advice is second to none. The Burgess Group’s wealth creation and transfer techniques have surpassed and replaced many national competitors for a number of family estates and friend’s estates. I highly recommend them.”

Steven SimsPresident of a national insurance holding company

“Steve and his entire team at The Burgess Group have done a phenomenal job
in putting their Legacy Plan in place for some our best high net worth clients.”

“The Burgess Group combines technical expertise and market experience in a
potent and effective mix. Steve Burgess and his team deploy their extensive
knowledge of the insurance and financing fields in a manner that raises to a
new level the results they achieve for their clients.”

“Steve Burgess can be considered one of the grandfathers to premium
finance; he is a black belt in this space. Steve’s company has advised more
ultra affluent families on how to properly procure and finance large long-term
insurance solutions than anyone else in the country.”

Charles Hollander, Jr.
Board of Director of the Forum 400
Forum 400 is a leading consortium of the country’s most elite
life insurance advisors to business ownersand ultra affluent families.

“The financial and insurance services Steve Burgess and The Burgess Group
provide to their affluent clientele are innovative and personalized. Columbus
Life is proud to be associated with Steve and his firm as a part of their
portfolio of highly rated life insurance carriers.”